CRM software, whichever system you choose, is almost certainly one of the most important tools for managing sales, marketing, and customer service. The problem is that if you don’t use it correctly (or at all) it’s a waste of an investment. So, it’s up to the people who use it to take advantage of its capabilities, and further, up to management to teach those users how to do so.
Our CRM training classes increase users’ awareness of features, functions and usability in order to increase their confidence in working with the system and provide greater efficiencies. CRM training aids in user adoption, which improves CRM usability and acceptance.
Understanding CRM:
Our CRM training should focuses on 6 key functions
- Navigation and Views
- System Administrator
- Query and Filter Training
- Dashboards and Reports
- Workflows and Automation
- Integration
We offer training to companies who already use vTiger or SuiteCRM and well as those who we install and configure the software.
It is important to receive professional CRM training as it ensures that all users not only know how to use the CRM software, but also understand how the tools will benefit their everyday workflow and make their jobs easier.